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Vanguard Small-Cap Value ETF

1,358 hedge funds and large institutions have $16B invested in Vanguard Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 484 increasing their positions, 526 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,358
Holders Change
-10
Holders Change %
-0.73%
% of All Funds
19.75%
Holding in Top 10
108
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.47%
% of All Funds
1.57%
New
80
Increased
484
Reduced
526
Closed
73
Calls
$7.39M
Puts
$3.76M
Net Calls
+$3.63M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
451
CJM Wealth Advisers
Virginia
$2.52M -$174K -965 -6%
TW
452
TritonPoint Wealth
Maryland
$2.52M -$170K -926 -6%
AG
453
Ascent Group
Virginia
$2.52M +$485K +2,658 +24%
WCA
454
Waypoint Capital Advisors
Minnesota
$2.5M
AWM
455
Arista Wealth Management
Nevada
$2.49M +$1.38M +7,547 +124%
BWA
456
BlueSky Wealth Advisors
North Carolina
$2.49M +$2.49M +13,641 New
WCFA
457
Walkner Condon Financial Advisors
Wisconsin
$2.49M -$32.9K -180 -1%
FFL
458
Financial Freedom LLC
Ohio
$2.48M
VF
459
Vawter Financial
Ohio
$2.47M +$102K +559 +4%
MCA
460
MSH Capital Advisors
Arizona
$2.45M
SWP
461
Stratos Wealth Partners
Ohio
$2.41M +$20.4K +112 +0.9%
BW
462
BIP Wealth
Georgia
$2.41M -$1.05M -5,729 -30%
RPSA
463
Richard P. Slaughter Associates
Texas
$2.39M +$175K +960 +8%
TCWM
464
Total Clarity Wealth Management
Illinois
$2.38M +$1.64M +8,988 +221%
ORC
465
O'Rourke & Company
Massachusetts
$2.38M +$247K +1,354 +12%
NSIM
466
North Star Investment Management
Illinois
$2.38M -$54.6K -299 -2%
SOS
467
Silver Oak Securities
Tennessee
$2.37M +$1.28K +7 +0.1%
CFAM
468
Center For Asset Management
Florida
$2.37M +$46.7K +256 +2%
WA
469
WP Advisors
California
$2.37M -$92.5K -507 -4%
DPI
470
Diversified Portfolios Inc
Michigan
$2.36M +$32.5K +178 +1%
TCMP
471
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.35M +$2.35M +12,861 New
NRI
472
NFP Retirement Inc
California
$2.34M +$662K +3,624 +39%
SC
473
SouthState Corp
Florida
$2.32M -$45.3K -248 -2%
MECA
474
Miller Equity Capital Advisors
Texas
$2.32M
MCA
475
Maryland Capital Advisors
Maryland
$2.31M -$50.7K -278 -2%